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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2701
Hilton Capital Management
New York
$409K -$416K -1,545 -53%
SIC
2702
Samalin Investment Counsel
New York
$409K -$43.9K -163 -10%
SIAP
2703
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$409K -$4.85K -18 -1%
AP
2704
Atwood & Palmer
Missouri
$409K – – –
LAM
2705
L2 Asset Management
Massachusetts
$408K – – –
WCA
2706
Westover Capital Advisors
Delaware
$407K -$76.5K -284 -17%
RWP
2707
Ridgecrest Wealth Partners
California
$406K +$371K +1,377 New
SFG
2708
StrategIQ Financial Group
Indiana
$397K -$11K -41 -3%
JBA
2709
Johnson Bixby & Associates
Washington
$396K -$43.1K -160 -11%
GSEP
2710
Golden State Equity Partners
California
$395K -$256K -952 -41%
SAS
2711
Stelac Advisory Services
New York
$392K -$277K -1,029 -44%
WDL
2712
Well Done LLC
Michigan
$391K +$42.5K +158 +14%
TWP
2713
Tempus Wealth Planning
California
$391K +$91.8K +341 +35%
ACA
2714
Atlas Capital Advisors
Wyoming
$391K -$38.8K -144 -10%
AO
2715
Advisor OS
Illinois
$389K -$115K -426 -24%
BFG
2716
Bouchey Financial Group
New York
$389K -$62.5K -232 -15%
OCG
2717
Opus Capital Group
Ohio
$386K – – –
BFG
2718
Berger Financial Group
Minnesota
$385K +$36.6K +136 +12%
HFP
2719
Holistic Financial Partners
Indiana
$384K +$7.27K +27 +2%
WAAG
2720
Wealth Alliance Advisory Group
Kansas
$383K +$38.8K +144 +12%
FFBTD
2721
First Financial Bank - Trust Division
Ohio
$381K – – –
PIP
2722
Peachtree Investment Partners
Florida
$381K +$4.31K +16 +1%
FMP
2723
Financial Management Professionals
Texas
$379K +$14K +52 +4%
WCM
2724
Windsor Capital Management
Arizona
$378K -$14.5K -54 -4%
NS
2725
Newman & Schimel
Illinois
$378K -$5.38K -20 -2%
107 108
109
110 111